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MF_153309

BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH

Equity Scheme - Multi Cap Fund

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End Amount
₹11,710.58
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.98%
MF_153309 Return
Benchmark CAGR
3.75%
Nifty 50
Inflation Adj. CAGR
5.24%
Real Annualized Return
Alpha
0.11
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.37
Risk-Adjusted Return
Sortino Ratio
0.58
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 68% 30% 18%
60 days 67% 22% 9%
90 days 72% 19% 7%
180 days 67% 18% 4%
1Yr 95% 11% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH Nifty 50
30 days -36.5% | -67.9% | 15.1% | 208.3% 26.6% | -67.6% | 8.8% | 123.9%
60 days -37.4% | -42.0% | 12.8% | 100.4% -23.0% | -45.7% | 3.8% | 76.4%
90 days -22.9% | -34.6% | 8.9% | 88.9% -25.0% | -41.1% | 3.2% | 56.6%
1 Year 1.7% | -1.6% | 7.3% | 14.9% -10.0% | -11.0% | -2.5% | 8.2%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 17, 2025 Nov. 15, 2025 121 days 6% Nifty 50: 3% 11623 10919 11681
Jan. 5, 2026 May 7, 2026 122 days 14% Nifty 50: 15% 11764 10097 11847
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 12679 11515 11711